HFXE

IQ 50 Percent Hedged FTSE Europe ETF
N/A

84
*Unless otherwise stated, data provided by FactSet.

HFXE Fund Description

The IQ 50 Percent Hedged FTSE Europe ETF tracks a vanilla index of large- and midcap companies domiciled in developed European nations, with approximately half of its foreign currency exposure hedged into the U.S. dollar.

HFXE Factset Analytics Insight

IndexIQ has brought to the currency hedged ETF market a developed European fund that invests in equities from developed nations within Europe – not just Eurozone nations – with a 50% currency hedge. The fund selects and weights its constituents using plain vanilla market capitalization. For this 50% hedge, the fund’s fee is approximately in line with other hedged products in the segment.

HFXE MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 17, 2018 the IQ 50 Percent Hedged FTSE Europe ETF MSCI ESG Fund Quality Score is 6.91 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. HFXE ranks in the 50th percentile within its peer group and in the 92nd percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

HFXE CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 09/17/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
HFXE 0% -3.04% -2.30% 1.58% 4.48% -- --
HFXE (NAV) 0.53% -1.74% -1.29% 2.20% 6.87% -- --
MSCI Europe IMI 1.93% -1.86% -2.96% 0.29% 6.10% 4.34% 5.16%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

HFXE Top 10 Countries

HFXE Top 10 Sectors

HFXE Top 10 Holdings [View All]

HFXE Summary Data

IndexIQ
07/22/15
Open-Ended Fund
0.30%
$10.71M
$25.16K
0.18%

HFXE Portfolio Data

$73.95B
15.44
1.85
3.14%
09/21/18
535

HFXE Index Data

Market Cap
Market Cap
MSCI Europe IMI

HFXE Portfolio Management

0.30%
--
--
--

HFXE Tax Exposures

20.00% / 39.60%
1.39%
Qualified dividends
No

HFXE Fund Structure

Open-Ended Fund
Yes
Yes
100% / 0%
N/A
N/A
High
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

HFXE Factset Analytics Block Liquidity

As of 09/18/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of HFXE. HFXE is rated a 4 out of 5.

HFXE Tradability

1,239
$25.16K
624
$12.73K
0.18%
$0.04
0.09%
1.66% / -2.07%
None
31.00%
50,000
0.01
0.31%
0.01%
--
$19.50
4

HFXE Sector/Industry Breakdown


HFXE
Segment Benchmark
20.74%
20.38%
12.81%
12.01%
12.68%
12.04%
12.55%
12.86%
11.17%
11.12%
9.03%
8.20%
8.20%
7.71%
4.92%
5.58%
3.47%
3.33%
3.18%
3.01%

HFXE TOP 10 HOLDINGS[View All]

2.86%
2.02%
1.98%
1.93%
1.74%
1.70%
1.57%
1.40%
1.27%
1.25%
17.72%

HFXE Countries


HFXE
Segment Benchmark
28.84%
28.70%
16.57%
15.42%
15.19%
14.51%
12.76%
12.06%
5.57%
5.63%
4.91%
4.74%
4.16%
4.87%
3.94%
4.02%
2.63%
2.79%
1.77%
1.85%

HFXE Regions


HFXE
Segment Benchmark
100.47%
99.28%
0.37%
0.72%

HFXE Economic Development


HFXE
Segment Benchmark
100.00%
100.00%

HFXE Performance Statistics

0.92
0.87
0.87
0.88
0.21%
MSCI Europe IMI

HFXE MSCI ESG Ratings

6.91 / 10
49.94
91.75
13.97%
6.11%
163.02

HFXE BENCHMARK COMPARISON HOLDINGS

535
1446
516
87.87%

HFXE BENCHMARK COMPARISON SUMMARY


HFXE
Segment Benchmark
535
1446
$73.95B
$65.88B
15.44
16.05
1.85
1.86
3.36%
3.23%
--
--

HFXE BENCHMARK COMPARISON MARKET CAP SIZE


HFXE
Segment Benchmark
83.50%
75.27%
16.44%
19.07%
0.06%
5.27%
0.00%
0.40%